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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,894 | $99,345-86.0% | $84,753-83.6% | $273,972-94.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.57% | 22.93%-9.4pp | 22.78%-9.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $11,063 | $4,214+162.5% | $3,574+209.5% | $4,869+127.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $150 | $6,645-97.7% | $5,333-97.2% | $10,133-98.5% |